IWP
NINE

Icon Wealth Partners’s Nine Energy Service NINE Stock Holding History

Icon Wealth Partners’s Portfolio NINE Stock Details NINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$131K Hold
31,871
– – 0.01% 339
2023
Q2 		$122K Buy
31,871
+5,141
+19% +$19.8K 0.01% 375
2023
Q1 		$149K Buy
+26,730
New +$276K 0.02% 353

Other funds holding NINE

SP
SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Icon Wealth Partners's NINE Position: Q3 2023 in Review

Icon Wealth Partners held its Nine Energy Service (NINE) position steady in Q3 2023 at 31,871 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #339.

Icon Wealth Partners first reported a position in NINE in Q1 2023 and has held it in 3 quarters since. The position peaked at $149K in Q1 2023. 61 funds tracked by Wall St. Rank hold NINE as of Q3 2023.

  • Icon Wealth Partners held 31,871 shares of Nine Energy Service worth $131K as of Q3 2023.
  • Icon Wealth Partners left its Nine Energy Service share count unchanged in Q3 2023.
  • Nine Energy Service made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #339 holding.
  • Icon Wealth Partners first reported a position in Nine Energy Service in Q1 2023 and has held it in 3 quarters since.
  • Icon Wealth Partners's Nine Energy Service position peaked at $149K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held Nine Energy Service as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.